The lists display with the default columns included.
This article contains the following sections:
- Adding and Removing Columns
- Changing the Order of Column Layouts
- Saving Layouts
- Custom Fields in Clients and Jobs Lists
Adding and Removing Columns
You can add or remove columns to relevant lists to include additional columns or to hide columns.
For a video walkthrough that includes this feature, refer to Using the Views (4 min).
Click the View Tools button which is at the end of the column headings, on the right-hand side of a list.
The Add/Remove Columns displays. The columns that display will depend on which list you have displayed.
The columns that are included in the list display with a green tick icon.
The columns that are not included in the list display with a - (minus) icon.
To remove a column, click the green tick to change it to the - (minus) icon.
To add a column, click - (minus) to change it to a green tick.
Click Save and close to apply the changes.
Changing the Order of Column Layouts
On the list, you can click a column heading to drag and drop columns to change the order in which columns display within that list.
When using the Sort function in a list, the order in which the sorting is applied is from left to right. When you change the order in which columns display within that list this will then affect the order in which the documents are sorted. For example, you can move the Modified By column to the left of Modified On to sort first on the person who modified the document and then the date/time it was modified. Refer to Sorting and Filtering.
When you move out of a list, the columns included are returned to the defaults for the next time you display that list.
You can save the changed layout using Save View. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.
Custom Fields in Clients and Jobs Lists
If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type, to record additional address or contact information, or for other indicators) you can include these as columns in the Clients list. Refer to Searching for Clients.
If Custom Fields are enabled for Jobs in Xero Practice Manager, these can be included as columns in the Jobs lists in FYI.